Author: JainMatrix Investments
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Just Dial Ltd – A Googol Possibilities
___________________________________________________________________ Report Date: 18-Dec-2013 CMP: Rs 1215 Mid Cap – Mkt Cap 8200 crores Advice: Medium Risk, High Gain stock. BUY. JainMatrix Investments presents investors the complete report on Just Dial Ltd. as part of the Investor Rewards Fortnight. Here is a note on Just Dial Ltd. (JDL). Business Profile JDL is a firm with…
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Future Gazing – Business and the Internet of Things
______________________________________________________________ Introduction The original Factors of business and production were Money, Materials, Machines and Men. They still are, but with a few big changes caused by – the Services sector, the Internet of Things and the Smartphone. In this article, let’s engage in some present and future gazing, and discuss the changes in these Factors:…
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Power Grid FPO 2013 – Apply
___________________________________________________________ FPO Update 11th Dec The FPO closed finally with 6.74 times subscription. Of this, Retail was 2.17 X, QIB 9.09 X and HNI 9.7 X. So Retail applicants should get 40-60% of their applied shares. The pricing declared in this FPO was Rs 90, at the upper end of the range. Thus the FPO has been a…
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Hope in the Roads Sector
_____________________________________________ Introduction: One of the signs of mis-governance in India has been the Roads sector, and the way the Policies have been created and executed. Issues: The problems of the sector are obvious. Short of funds, the govt developed the PPP (Public Private Partnership) model to not just involve the private sector, but fund the entire…
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Balmer Lawrie – A Steady Boat
___________________________________________________________ 26-Nov-2013 CMP: Rs 306 Small Cap – Mkt Cap 880 crores Advice: Buy with a 2-3 year perspective Here is a note on Balmer Lawrie & Co (BLC). Business Overview BLC is a Public Sector Unit under Ministry of Petroleum and Nat Gas. Based in Kolkata, it is rated at as Mini-Ratna I Public…
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Investment Note, Nov 2013
_________________________________________________________ The New Index highs actually seems like the early phase of a new Bull Run This is an environment where the Indian economy looks sluggish, interest rates and inflation are not coming down. At the same time, the indices are up to the new highs. Poll: The recent Diwali surge to highs did take…
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Outlook for Diwali 2013
—————————————————————————————————————————– Oct 8, 2013 Dear Reader, In 26 days from today, we usher in Diwali 2013. Usually it is analysts who get asked the question on the outlook. Instead, I would ask you the reader to answer this, in terms of a poll. I am trying to sense the mood, and this will be a useful…
